The Wheeler Foundation
The Wheeler Foundation is a private foundation focused on Education, based in Huntington Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $958K in total assets. In 2024, it made $3K in qualifying distributions. Net investment income was $16K.
Key facts about The Wheeler Foundation
- EIN
- 95-7106465
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $957,669
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$958K
-0.2% YoY
Revenue
$2K
-72.4% YoY
Qualifying Distributions
$3K
-19.1% YoY
Expenses
$11K
-11.0% YoY
Under IRS private-foundation payout rules, The Wheeler Foundation reported a distributable amount of $45K for 2024 — the minimum it must pay out in qualifying distributions.
How The Wheeler Foundation gives
- In 2024 it paid out 7% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $350K (2021) to $600K (2020). In 2022 it made 1 grant totaling $350K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $957,669 | $959,865 | $962,513 |
| Revenue | $2,491 | $9,031 | $-8,652 |
| Expenses | $10,611 | $11,920 | $364,073 |
| Qualifying Distributions | $2,961 | $3,662 | $350,102 |
| Net Investment Income | $15,609 | $13,448 | $8,612 |
| Distributable Amount | $44,754 | $42,987 | $53,304 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Wheeler Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jesse Stolzenburg
Trustee
On filings since 2023
1 hr/week
No compensation reported
Matt A Peasley
Trustee
On filings since 2023
1 hr/week
No compensation reported
Max C Wheeler
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (4)
- Former: Henry Hugh Wheeler III (2020–2023) — Trustee
- Former: Howard Fields MD PhD (2020–2023) — Trustee
- Former: Paul Licht PhD (2020–2023) — Trustee
- Former: Nyri Anita Wheeler (2020) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Wheeler Foundation
How large is The Wheeler Foundation?
The Wheeler Foundation reported $958K in total assets on its 2024 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Wheeler Foundation?
The Wheeler Foundation is a private foundation focused on Education, based in Huntington Beach, CA. It holds $958K in total assets as of 2024.
Where does The Wheeler Foundation operate?
The Wheeler Foundation has awarded grants in California.
What is The Wheeler Foundation's EIN?
The Wheeler Foundation's EIN (Employer Identification Number) is 95-7106465. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Wheeler Foundation by hand.
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